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When sending an email from the case it should be posted to the note tab automatically (similar to when sending a text)
The user should be able to post the email sent to the client via email very similar to the concept of when texting the client it post it to the case. The user wants to be able to save time rather than doing another process of posting back to the c...
Created 9 Aug 07:29pm
General
2
Planning to Implement
18
Vote
Add a "Select All" option to Case Docs Tab
To apply a bulk update(for example, add a type), a user has to check each item. This could be troublesome when updating a considerable amount of documents.
Created 26 Aug 09:42pm
General
1
Planning to Implement
14
Vote
The Neos logo over the sidebar should take you to the Home Screen
You should be able to click on the icon and take you back to the home screen with your appointments and checklists
Created 20 Mar 01:39pm
General
1
Planning to Implement
14
Vote
Mass Texting Messages
Mass Client Texting
Created 22 Apr 06:13pm
General
1
Planning to Implement
12
Vote
Sort Phone numbers
Have the option to sort phone numbers instead of having to delete and re-enter phone numbers in the order you want it saved.
Created 8 Sep 09:04pm
General
0
Planning to Implement
11
Vote
SaaS - Add Alternate Case Number to Case Header & Search
Add Alternate Case #1 to Case Header and in Search Pop Outs
Created 17 Jul 03:50pm
General
0
Planning to Implement
8
Vote
Neos - Remove 'Add Note' Button from Header
Remove the 'add Note' button from the head of the case - when suers are on the Notes tab, it is confusing because they think that is where they are supposed to cliek to ad a note.
Created 25 Sep 02:45pm
General
1
Planning to Implement
8
Vote
Neos - Case Special Note Header - add 'Undo' option if 'Clear' is selected
There is no option to undo if the special note is deleted using the 'Clear' button. An 'Undo' button should be added in case the special note is accidentally cleared.
Created 21 Sep 01:45pm
General
1
Planning to Implement
7
Vote
Neos: Ability to nest document attachments under their lead document.
Especially helpful for discovery that had document production or pleadings and motions with attendant exhibits.
Created 8 Oct 09:39pm
General
0
Planning to Implement
6
Vote
Being able to check select all or de-select all when exporting check to QB
The user wants to be able to check the box to select all the checks in his/her listings rather than one by one. The user wanted it to automatically select all when he/she refreshes the screen. The firm could be printing 7-10 checks per day or even...
Created 5 Aug 10:25pm
General
0
Planning to Implement
1
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